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Bread Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
226
Mutual of America Capital Management
New York
$386K -$394 -6 -0.1%
GC
227
Guggenheim Capital
Illinois
$381K +$339K +5,151 New
ET
228
Entropy Technologies
New York
$381K +$90.5K +1,377 +37%
PCA
229
Pallas Capital Advisors
Massachusetts
$374K +$3.62K +55 +1%
AI
230
Atria Investments
North Carolina
$373K -$23.8K -362 -7%
X
231
Xponance
Pennsylvania
$367K -$70.7K -1,076 -18%
RFG
232
Range Financial Group
Oregon
$362K -$35K -533 -10%
CWM
233
Calamos Wealth Management
Illinois
$362K
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$336K +$5.79K +88 +2%
Corient Private Wealth
235
Corient Private Wealth
Florida
$311K +$17K +259 +7%
BWM
236
Baron Wealth Management
Michigan
$301K +$268K +4,070 New
DT
237
Diversified Trust
Tennessee
$288K
FDP
238
Financiere des Professionnels
Quebec, Canada
$281K
AO
239
Advisor OS
Illinois
$279K
MA
240
MJP Associates
Connecticut
$279K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$278K +$50.8K +773 +26%
AIP
242
Ameritas Investment Partners
Nebraska
$275K -$12K -183 -5%
PWPS
243
Pinnacle Wealth Planning Services
Ohio
$275K
CL
244
Choreo LLC
Illinois
$274K +$5.26K +80 +2%
PCM
245
Polymer Capital Management
New York
$272K +$241K +3,671 New
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$262K +$12.3K +187 +6%
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$251K -$163K -2,472 -45%
EC
248
EntryPoint Capital
New York
$250K +$222K +3,375 New
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$249K +$221K +3,367 New
Osaic Holdings
250
Osaic Holdings
Arizona
$245K +$24.3K +370 +13%